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1、From Data Chaos to Clarity:A Practical Roadmap for Winery G|(833)363-7444Our purpose:Help others thriveOur values:Respect&ConnectServantsHeartValueValueProgress Over ComfortKeone CourtneyGM|WMichelle BrezenskiManager,DBrian TiradoDirector,AI&AWhats Holding Wineries back?DTC Common Issues Where is my
2、 inventory?How much do I really have on hand?Overstocking Production and packaging shortages Poor demand forecasting Inaccurate reporting Supply chain disruptions Logistical challenges Missing or incomplete customer data Multiple Disparate Systems Across the Value Chain Lack of insight for decision
3、makers.Conflicting or incomplete data Financial data visibility is a business-wide issue.More non-financial operators need access to make decisions Manual processes are costly.Consuming valuable resources from other value-add work Time delays and higher margin for error Repetitive Tasks-Manual appro
4、vals(Timesheets&PTO),Alerts and manual intervention A typical winerys technology stack,from Grape to Glass Vineyard DevelopmentAg CodeHeavy ConnectConvert Grapes to WineVinTraceInnovintProcess2WineAmphoraAMSERP(BC/NAV/NetSuite/QuickBooks)Bottle WineAg CodeVinTraceInnovintAMSERP(BC/NAV/NetSuite/Quick
5、books)Harvest GrapesAg CodeVinTraceInnovintAMSERP (BC/NAV/NetSuite/QuickBooks)Blend WineAg CodeVinTraceInnovintAMSERP (BC/NAV/NetSuite/QuickBooks)Inventory WinePOS/DTCERP(JD Edwards/SAP/BC/NAV/NetSuite/Quickbooks)OPSPayrollInventoryFinancial ReportingFinancial PlanningJD EdwardsNAVBCCOMPLIANCE(Finan
6、cial Reporting/Planning)VintraceInnovintAMSJD EdwardsSAPBCNAVNetSuiteQuickbooksAdaptiveSell Wine WineDirecteCellarCommerce7WinePulse or Enolytics(DTC Analytics)ShoppifyWineShippingOffset PartnersTockRedChirpTrippleSeatMeet Veritas Winery Veritas is a 35000-case winery with tasting room,wine club,and